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The Power of Planning Podcast: The Last Will and Testament

The Power of Planning Podcast: The Last Will and Testament

This podcast is designed to educate and empower listeners by offering a detailed discussion of the various legal considerations associated with the planning process for all different types of planning, including estate planning, government benefits planning, special needs planning, retirement benefits planning, asset protection planning, tax planning, charitable giving planning, Veterans benefits planning, and planning … Read more

The Power of Planning Podcast: What is an estate plan and why do I need one?

The Power of Planning Podcast: What is an estate plan and why do I need one?

This podcast is designed to educate and empower listeners by offering a detailed discussion of the various legal considerations associated with the planning process for all different types of planning, including estate planning, government benefits planning, special needs planning, retirement benefits planning, asset protection planning, tax planning, charitable giving planning, Veterans benefits planning, and planning … Read more

Passage of the SECURE Act Brings Sweeping Changes to Retirement Benefits Planning

Passage of the SECURE Act Brings Sweeping Changes to Retirement Benefits Planning

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law by the President on December 20, 2019 and implements major changes concerning retirement accounts such as traditional IRA, Roth IRA, 401(k) and 403(b) accounts. The SECURE Act raises the age for beginning required minimum distributions (“RMDs”) to age 72 from age … Read more